Joshua
Weinstein
Independent Financial Partners
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About this Advisor
Joshua Weinstein is a certified financial planner who works in Middletown, Ohio who has 4 years of industry experience. Weinstein is currently employed by Independent Financial Partners. The advisor has gained experience at Weinstein Consulting, Securities America, Inc, Independent Financial Partners and Ifp Securities, LLC. Weinstein holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Alaska, Arkansas, Colorado, Florida, Indiana, Kansas, Kentucky, Nebraska, New Jersey, North Carolina, Ohio, South Carolina, Virginia and Wisconsin. Independent Financial Partners is an advisory business based out of Tampa, FL. The firm has offices in 155 locations and a total of 273 employees. It has $9 billion in assets across its 34,487 accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 85 charitable organizations. Of its 34,487 accounts, just 13% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Independent Financial Partners performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees usually vary depending on the type of financial services offered. However, fees billed by Independent Financial Partners most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Financial Partners Brokerage Details
$8,915,756,449
273
34,487
$258,525
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Joshua Weinstein Work History
Joshua has been registered as a financial advisor for 4 years.*
Independent Financial Partners
Ifp Securities, LLC
Securities America, Inc
Weinstein Consulting
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Weinstein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Independent Financial Partners
Edmond, OK
Tampa, FL
Arlington, TX
Fort Washington, PA
Boulder, CO
Middletown, OH
Edmond, OK
Milwaukee, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
